Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
2,613
-467
-15% -$219K 0.31% 28
2025
Q1
$1.43M Sell
3,080
-1,882
-38% -$876K 0.18% 22
2024
Q4
$2.08M Buy
4,962
+1,110
+29% +$465K 0.29% 11
2024
Q3
$1.84M Sell
3,852
-752
-16% -$359K 0.52% 36
2024
Q2
$2.02M Buy
4,604
+1,039
+29% +$456K 0.26% 37
2024
Q1
$1.66M Buy
3,565
+1,503
+73% +$698K 0.62% 37
2023
Q4
$847 Buy
2,062
+958
+87% +$394 0.07% 40
2023
Q3
$411 Buy
+1,104
New +$411 0.01% 47